AutomationIntegrationMigration
We build your automated action plans, connect your lead sources, and migrate your data between CRMs — done for you by the Club Wealth® AIM team.
Three Jobs, One Team
At AIM, we specialize in streamlining and enhancing your client interactions, ensuring your business remains at the forefront of potential clients' minds. Our comprehensive services are designed to empower your CRM usage and elevate your business operations.
Our specialist does the building. You do the appointments.
Automated Action Plans
We craft customized automated plans within your CRM, enabling you to effortlessly connect with clients and leads.
Connect Your Lead Sources
We seamlessly integrate lead sources into your CRM, eliminating the need for manual input.
Move Your Data Over
Transitioning CRMs has never been easier. We expertly migrate your valuable data between platforms.
Everything the AIM Team Handles
Experience streamlined processes, enhanced client engagement, and improved business efficiency with AIM services. Unlock the true potential of your CRM with our expert guidance
Every plan is configured in your own platform, then walked through with you on a 30 minute how-to call.
Automated Plans
We craft customized automated plans within your CRM, enabling you to effortlessly connect with clients and leads.
Website Design
Utilizing the information you provide, we design and optimize your website through your chosen CRM platform.
Custom Automation
Need tailored automation solutions? Our experts are here to help at a reasonable rate of $150 per hour.
Smooth Data Migration
Transitioning CRMs has never been easier. We expertly migrate your valuable data between platforms.
Effortless Integration
We seamlessly integrate lead sources into your CRM, eliminating the need for manual input.
Lead Source Setup
We establish new lead sources, amplifying your reach and potential client base.
Google Ads and GMB Setup
Our services extend to setting up Google Local Service Ads and Google My Business pages.
Get Your Systems Built
Basic Automation
Four follow-up plans covering the full lead lifecycle, each split into Generic, Buyer and Seller variants.
Additional Automated CampaignsSee 21 Additional CampaignsHide
*All automation is dependent upon CRM functionality. Call 253-215-8554 for more info!
Click Here to Purchase Now!GLSA Setup
We set up, optimize and hand back your Google Local Service Ad profile — then tell you how to keep it performing.
Setup Callingly/AnswerConnect (or other answering services) to ensure no clients slip through the cracks.
21 Campaigns Ready to Deploy
Every campaign below can be built into your CRM as part of your AIM setup.
Seller Leads
Buyer Leads
Prospecting
Nurture & Follow-Up
List Hygiene
Growth & Custom
Tailored automation built to your workflow at $150 per hour.
The AIM Team is dedicated to providing you with the best service possible!
You work directly with Becky, the specialist who builds your systems — the same person from your discovery call through handoff. No ticket queue, no handoffs between departments.
Schedule your Discovery Call Below!
AIM Discovery Call
A 30 minute look at your CRM, your lead sources and what you want automated, so we can tell you which package actually fits.
Book a TimeNeeds Attention Campaign
Already sitting on a database that has gone quiet? Walk through the Needs Attention campaign and how it re-opens those conversations.
Book a TimeAIM Closing Call
Scope confirmed and ready to start? Book the closing call to lock in your build and hand your specialist everything they need.
Book a Time